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Callan Capital’s Chevron CVX Stock Holding History

Callan Capital’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$864K Buy
5,164
+246
+5% +$38.5K 0.06% 133
2024
Q4 		$712K Buy
4,918
+224
+5% +$34.3K 0.05% 135
2024
Q3 		$691K Sell
4,694
-259
-5% -$38.6K 0.05% 141
2024
Q2 		$775K Buy
4,953
+2,541
+105% +$405K 0.06% 126
2024
Q1 		$380K Buy
+2,412
New +$364K 0.03% 170
2023
Q4 		– Sell
-1,424
Closed -$240K – 240
2023
Q3 		$240K Buy
+1,424
New +$230K 0.03% 175
2023
Q2 		– Sell
-1,888
Closed -$308K – 187
2023
Q1 		$308K Buy
1,888
+326
+21% +$54.7K 0.04% 144
2022
Q4 		$280K Buy
+1,562
New +$273K 0.03% 150
2022
Q1 		– Sell
-2,762
Closed -$324K – 127
2021
Q4 		$324K Buy
+2,762
New +$314K 0.05% 98

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Callan Capital's CVX Position: Q1 2025 in Review

Callan Capital increased its Chevron (CVX) stake by 5% in Q1 2025, buying an estimated $38.5K and bringing the position to 5,164 shares worth $864K. The position accounts for 0.06% of the portfolio, ranked #133.

Callan Capital first reported a position in CVX in Q4 2021 and has held it in 9 quarters since. 3,814 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • Callan Capital held 5,164 shares of Chevron worth $864K as of Q1 2025.
  • Callan Capital bought 246 Chevron shares in Q1 2025, an estimated $38.5K.
  • Chevron made up 0.06% of Callan Capital's portfolio in Q1 2025, its #133 holding.
  • Callan Capital first reported a position in Chevron in Q4 2021 and has held it in 9 quarters since.
  • 3,814 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.